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CEE Banking Markets Will Flourish With Digital And Polish Expansion

Published
07 Nov 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
€85.03
0.08% overvalued intrinsic discount
04 Oct
€85.10
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1Y
69.1%
7D
1.2%

Author's Valuation

€85.030.08% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 2.90%

Erste Group Bank's analyst price target has been increased from approximately EUR 82.63 to EUR 85.03. Analysts cite improving revenue growth expectations and a slightly lower discount rate as key drivers of this upward revision.

Shared on19 Sep 25
Fair value Increased 1.31%

Given the lack of provided analyst reasoning, consensus upward adjustments to both Future P/E (from 8.82x to 8.96x) and the Discount Rate (from 6.90% to 7.01%) were marginal, resulting in an effectively unchanged fair value, with the Analyst Price Target moving slightly from €81.57 to €82.63. Valuation Changes Summary of Valuation Changes for Erste Group Bank The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €81.57 to €82.63.

Shared on04 Sep 25

With both the future P/E ratio and net profit margin remaining steady, there were no significant fundamental changes, and as a result, the consensus analyst price target for Erste Group Bank was unchanged at €81.57. Valuation Changes Summary of Valuation Changes for Erste Group Bank The Consensus Analyst Price Target remained effectively unchanged, at €81.57.

Shared on01 May 25
Fair value Increased 17%

Shared on23 Apr 25
Fair value Decreased 0.24%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 15%

AnalystConsensusTarget has decreased future PE multiple from 11.5x to 9.8x.

Shared on19 Mar 25
Fair value Increased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 9.74%

AnalystConsensusTarget has decreased revenue growth from 9.5% to 3.3%, increased future PE multiple from 8.4x to 11.4x and increased shares outstanding growth rate from -0.0% to 0.0%.